In our evaluation process, we ask all listed equity managers to provide preliminary answers to the following questions, which are taken into account when evaluation the fund as a whole:
1) Are you a signatory to the UN PRI? If yes, please provide the document verifying this and an example of practical measures implemented.
2) Do you follow other ESG policies? If yes, please provide the documentation and an example of practical measures implemented.
1) Do you consider ESG factors in country/industry/company selection? If yes, please provide the documentation and an example of practical measures implemented.
2) Have you invested in tobacco producers, military and arms equipment producers, adult entertainment, gambling or/and alcohol producers? If the fund has had holdings in such companies, how much of AUM have these holdings accounted for?
3) Can you provide us with the holdings data of the fund? If yes, please let us know at what frequency you are able to do this.